Jeffrey A. Zaluda and Scott F. Vender, Morgan Stanley Family Wealth Director, join the Friends of ELNET (FELNET) for a live seminar focused on legacy giving.
4:00 – 5:00 PM CT | Zoom
Jeff and Scott will discuss various topics including:
- Properly blending charitable giving into your year-end tax and investment planning
- Tax benefits and advantages to planned giving with your IRA and other tax-inefficient assets
- Preserving current cash needs while ensuring a philanthropic legacy or providing long-term cash flow to charity while preserving a family legacy
- Case examples of legacy planning